Buying Our Fund

Processes

FORMATS
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Transmission Documents Matrix

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Form 1 - Request for Deletion of name(s) of Joint Holders in case of death of the 1st and 2nd Joint Holders

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Form 2 - Request for Transmission of Units by Surviving Joint Holders (where 1st holder is deceased

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Form 3 - Transmission Request form (under Simplified category but other than QTP Category) (on death of the Sole holder / all holder)

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Form 4 - Transmission to New Karta Claimant (on death of HUF Karta or on Dissolution of HUF)

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Annexure 1 - Bond of Indemnity

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Annexure 2 - Affidavit-Cum-No Objection Declaration

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Annexure 3 - Bank Attestation of Signature & bank account details

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Annexure 4 - Bank Attestation of Account details & Signature of New Karta

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Annexure 5 - Bond of Indemnity - Change of Karta upon demise of Karta